Resource center

Practice growth

5 things to expect when working with a wealth advisor

Lots of questions, lots of paperwork, advice that leads with value, realistic investment expectations, and fees they fully understand. Here's what a prospect expects when they hire a financial planner.

Noah Hankin, CPA, CFP® · Oct 2 · 11 min

AI & automation

The 3 C's of AI prompting for financial advisors

The same AI model can give a generic answer or act like the best financial planner you know, depending on how you structure the prompt. Here are the three C's: capability, constraints, and context.

Noah Hankin, CPA, CFP® · Sep 24 · 7 min

AI & automation

Financial advisor workflows: 10 templates you can copy

Ten financial advisor workflows you can copy—onboarding, reviews, money movement, compliance—each with a trigger, named steps, an owner, and a clock.

Noah Hankin, CPA, CFP® · Sep 14 · 10 min